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Positing The Next 10 Years In MarketsIn their recent episode of the VALUE: After Hours Podcast, Jake Taylor and Tobias Carlisle discuss Positing The Next 10 Years In Markets. Here’s an excerpt from the episode: Tob…- Jeffrey Gundlach: Investors Should Move To A ‘Radical’ 25/25/25/25 PortfolioIn his recent interview with CNBC’s “Squawk on the Street”, Jeffrey Gundlach recommends investors move to a radical 25/25/25/25 portfolio. Here’s an excerpt from the interview: …
- Pzena: Fundamentals Support The Case For An Enduring Value CycleIn their latest Q1 2022 Market Commentary, Pzena Investment Management explain why fundamentals support the case for an enduring value cycle. Here’s an excerpt from the commenta…
Is Micron Technology, Inc. (NASDAQ: MU) A Great Value Stock?Based on the improved performance metrics, which we recently added to our stock screens, Micron Technology, Inc. (NASDAQ: MU) may be a great value stock: Micron historically foc…
This Acquirers Multiple Stock Appearing In Buffett, Grantham, Greenblatt PortfoliosPart of the weekly research here at The Acquirer’s Multiple features some of the top picks from our Stock Screeners and some top investors who are holding these same picks in th…- How Warren Buffett Negotiates A DealIn their recent episode of the VALUE: After Hours Podcast, Jake Taylor and Tobias Carlisle discuss How Warren Buffett Negotiates A Deal. Here’s an excerpt from the episode: Tobi…
- John Rogers: Long-Neglected Value Stocks Poised To Outperform GrowthIn his latest Q1 2022 Letter, John Rogers says long-neglected value stocks are poised to outperform growth. Here’s an excerpt from the letter: Geopolitical instability, surging …
- Laughing Water Capital: 7 Strategies Investors Can Use To Survive Periods Of UncertaintyIn his latest Laughing Water Capital, April 2022 Letter, Matthew Sweeney provides seven strategies investors can use to survive periods of uncertainty. Here’s an excerpt from th…
One Stock Superinvestors Are SellingAs part of the weekly research here at The Acquirer’s Multiple we’re always interested in superinvestors who hold the same stocks that appear in our Acquirer’s Multiple Stock Sc…- National Cash Register – A Century Of InnovationIn their recent episode of the VALUE: After Hours Podcast, Jake Taylor and Tobias Carlisle discuss National Cash Register – A Century Of Innovation. Here’s an excerpt from the e…
One Stock Superinvestors Are BuyingAs part of the weekly research here at The Acquirer’s Multiple we’re always interested in investing gurus who hold the same stocks that appear in our Acquirer’s Multiple Stock S…- Warren Buffett: I’ve Gotten Dumber But I’ve Gotten WiserIn his recent interview with Charlie Rose, Warren Buffett explains why he’s gotten dumber but wiser. Here’s an excerpt from the interview: Buffett: I’ve gotten dumber but I’ve g…
- Jason Zweig: Investing Lessons From Daniel KahnemanIn his recent interview with William Green on The Investor’s Podcast, Jason Zweig recalled one of the most important lessons he learned from Daniel Kahneman and that is looking …
- Charlie Munger Halves Stake In $BABAIn their recent episode of the VALUE: After Hours Podcast, Jake Taylor and Tobias Carlisle discuss Charlie Munger Halves Stake In $BABA. Here’s an excerpt from the episode: Tobi…
- Aswath Damodaran: The Problem With ‘Old Time’ Value InvestorsIn his latest interview with Elearnmarkets, Aswath Damodaran discusses the problem with ‘old time’ value investors. Here’s an excerpt from the interview: Damodaran: First, let m…
- Ray Dalio: Competing In Markets Is More Difficult Than Competing In The OlympicsIn his recent interview with Lewis Howes, Ray Dalio explains why competing in markets is more difficult than competing in the Olympics. Here’s an excerpt from the interview: Dal…
Charles Munger Top 10 Holdings – Q1 2022, Sells BABAOne of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track the…- VALUE: After Hours (S04 E015): How Warren Buffett Negotiates a Deal, Charlie Munger on $BABA, NCR TechIn their latest episode of the VALUE: After Hours Podcast, Jake Taylor and Tobias Carlisle discuss: How Buffett Negotiates A Deal Charlie Munger Halves Stake In $BABA National C…